Do This, Not That: Review your User Permissions

Do This, Not That: Review your User Permissions

Do This:

Regularly review and update user permissions in QuickBooks Online (QBO) to ensure team members have access only to what they need. Leverage QBO Advanced for the most granular control, allowing you to limit what users can view or do within the platform. Properly set permissions to strengthen the segregation of duties, reducing the risk of fraud and embezzlement.

Not That:

Don’t overlook user permissions or assume they’re set correctly. Allowing unnecessary access to sensitive financial data can expose your business to fraud risks or errors. Avoid using a “one-size-fits-all” approach for team members—customize permissions to suit their roles.

Taking control of user permissions protects your business and fosters accountability. Need guidance optimizing permissions in QBO? Let’s connect!